Hillsdale Services exists to help good, hard-working people get their money working more efficiently to build generational wealth.

Who we serve

We serve clients that are high earners (greater than $500,000 in annual income) or households with a net worth greater than $5 million.

We work with people who share our values of personal accountability, risk tolerance, a long term investment horizon, and a strong desire to win at the game of money.

Our best clients are working to build generational wealth that will have an impact many years down the road. We can protect you from the forces that erode wealth.

What we do

Hillsdale Services provides value to our clients by understanding their current situation and unique dreams and fears, creating a customized plan built around managing risk and protecting returns from the leakage of high costs, third party fees, inflation, and taxation.

Our Process Starts with Education:

• you are a product of you environment- our youth shaped us and we conform to the company we keep
• understand the rules of the wealthy- income taxes are avoidable. Estate taxes are a result of a lack of planning
• you can have any financial freedom you can imagine- it’s just math. What are you starting from? Where are you going? How hard are you willing to work to get there?
• knowledge and risk are inversely related- more knowledge=higher net returns per unit of risk

This baseline allows us to:

• build a mindset of wealth through the education process laid out above
• craft a clear vision of the future (goal setting)
• develop executable strategies to achieve those goals
• identify and screen competent, local (if available), professionals to execute on the strategy
• behave as a “coach” and accountability partner in the process

We can bring your vision together for you.  We welcome the opportunity to discuss being your Wealth Strategy Professionals.  We work with only a limited number of clients at a time and are so confident in our value that we offer an unconditional money-back guarantee: If you don’t think you got your money’s worth – we’ll give it all back.  That’s it. No asterisk, no conditions.